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Disclosery

Cerity Partners LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cerity Partners LLC on SCHW, newest first. How the timeline and the estimate are built.

Cerity Partners LLC held 1,544,223 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,544,223 shares
    Change vs previous 13F +130,872 shares

    0.17% of the 13F portfolio, value $142,485,976.

    13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,413,351 shares
    Change vs previous 13F +300,102 shares

    0.19% of the 13F portfolio, value $132,827,084.

    13F-HR 0001172661-26-002233 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,113,249 shares
    Change vs previous 13F +10,923 shares

    0.16% of the 13F portfolio, value $111,224,690.

    13F-HR 0001172661-26-000617 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,102,326 shares
    Change vs previous 13F -1,037 shares

    0.17% of the 13F portfolio, value $105,238,805.

    13F-HR 0001566475-25-000018 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,103,363 shares
    Change vs previous 13F -4,820 shares

    0.18% of the 13F portfolio, value $99,091,699.

    13F-HR 0001566475-25-000013 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,108,183 shares
    Change vs previous 13F +27,603 shares

    0.18% of the 13F portfolio, value $85,414,028.

    13F-HR 0001566475-25-000008 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,080,580 shares
    Change vs previous 13F -6,036 shares

    0.17% of the 13F portfolio, value $78,133,620.

    13F-HR 0001566475-25-000002 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,086,616 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $70,423,469.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).